Position in CFG
as of Mar 31, 2026
· filed Jun 3, 2026
Position Value
$6,721,917
+$2,807,455 QoQ
Shares Held
112,088
+67.3% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 3.766649715850797.ToString("F0")%
Shared 0.ToString("F0")%
None 96.2333502841492.ToString("F0")%
Common Shares in CFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026NewEdge Advisors, LLC holds $116,630,911 across 115 Banks - Regional names. CFG ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
61,411 | $12,779,014 | |
| 2 | TFC |
Truist Financial Corp
|
227,070 | $10,438,407 | |
| 3 | SFBS |
ServisFirst Bancshares, Inc.
|
120,700 | $8,790,581 | |
| 4 | RF |
Regions Financial Corp
|
294,833 | $7,701,037 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
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|
112,088 | $6,721,917 | |
| 6 | USB |
US Bancorp De
|
124,802 | $6,490,952 | |
| 7 | FHN |
First Horizon Corp
|
235,525 | $5,360,549 | |
| 8 | FITB |
Fifth Third Bancorp
|
97,259 | $4,518,653 |
All Filings in CFG
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,721,917 | 112,088 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $3,914,462 | 67,017 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $718,723 | 13,520 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $516,728 | 11,547 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $472,425 | 11,531 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $492,606 | 11,257 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $447,416 | 10,894 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $402,383 | 11,168 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $103,680 | 2,857 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $100,845 | 3,043 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $66,678 | 2,488 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $73,936 | 2,835 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $74,770 | 2,462 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $374,369 | 9,509 | Shares | Sole | 2023-02-14 | |
| 2021-09-30 | $473,699 | 10,083 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,048,634 | 22,861 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,439,201 | 32,598 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,101,694 | 30,808 | Shares | Sole | 2021-01-27 | |
| 2020-03-31 | $510,936 | 27,163 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||